It’s going to be interesting to see what happens if daytime rates start to consistently dip below current night time rates.
I suspect an outgrowth of oversupply is storage will ramp up based on consistent access to very cheap rates. It makes a huge difference if you’re paying 0.4c/kWh or 4c/kWh to charge, especially when storage is significantly less than 100% efficient.
Even then, I do really expect a category of "peak demanders" to appear soon (storage is one kind, but there are other things one can do with intermittent almost free electricity). That will help increasing the spare capacity.